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Oct 29, 2012
10/12
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or people who want to get ahead of a potential romney presidency? why are people willing to sell so aggressively? >> well, first of all, i would tell you, we are in a very good place in the market. the health care real estate market is a trillion dollar highly fragmented market. and so we see continued opportunities because of our low cost to capital. to do attractive deals that work for sellers and work for ventas shareholders. and those trends will continue. >> last question, where they talk about the fiscal cliff, this is october 23, downgrade ventas to hold on care concerns. there's worried about long term acute care and your company. i don't get it. >> well, i think that really overlooks the private pay component that we've been talking about here and how much of ventas' business is really being driven by private pay assets. i will tell you that there is uncertainty around nursing home reimbursement, but we have built a business that is designed to thrive in any economic reimbursement or capital market cycle. and that's what we at ventas contin
or people who want to get ahead of a potential romney presidency? why are people willing to sell so aggressively? >> well, first of all, i would tell you, we are in a very good place in the market. the health care real estate market is a trillion dollar highly fragmented market. and so we see continued opportunities because of our low cost to capital. to do attractive deals that work for sellers and work for ventas shareholders. and those trends will continue. >> last question,...
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205
Oct 25, 2012
10/12
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mitt romney on his way for a 330-electoral vote landslide, but why did president obama call mitt romney a bser? is there anything more un-presidential than that? "the kudlow report" just moments away. >> okay, listen, i hbe
mitt romney on his way for a 330-electoral vote landslide, but why did president obama call mitt romney a bser? is there anything more un-presidential than that? "the kudlow report" just moments away. >> okay, listen, i hbe
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Oct 22, 2012
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so you need a romney win in order to make that portfolio work. let's go to robert in florida, please. robert? >> caller: hey, jim. how do you think atk will perform as a result of this upcoming election? >> i happen to think that atk which is a bullet make erwins either way. in the end, i still think there will be an army that needs to train for warfare, and don't forget, they got a huge billion contract. we've been behind that stock for some time. and we're sticking by it. i need to go to josh in wisconsin. josh? >> caller: hey, josh, big boo-yah to ya. >> what's going on? >> my question is about phillips international. they have missed two quarters in a row. is now the time to get in? >> no. i don't want to touch this yet. i felt that quarter wasn't good enough to merit a bottom. i thought -- research director, comanager of action alerts plus, we think the stock can come down more. how about waiting until 85? there is no hurry. there is no marlboro burning in your pocket. all right. great expectations? or do you have the best-seller called poor
so you need a romney win in order to make that portfolio work. let's go to robert in florida, please. robert? >> caller: hey, jim. how do you think atk will perform as a result of this upcoming election? >> i happen to think that atk which is a bullet make erwins either way. in the end, i still think there will be an army that needs to train for warfare, and don't forget, they got a huge billion contract. we've been behind that stock for some time. and we're sticking by it. i need...
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Oct 26, 2012
10/12
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if you think romney's going to win, you don't want to own the housing stocks. why do i say that? because bernanke has been the best supporter of housing stocks. if you want a more speculative housing play, i would go with polty or lennar. let's go to john in massachusetts, please. john? >> caller: hey, boo-yah, jim. how you doing from halifax, massachusetts. my question is about best buy. my son has a bunch of stock, he worked for the company. is there a buyout? where's it going? >> there's no buyout. i believe the balance sheet is bad. companies that have bad balance sheets tend not to get buyouts. i think your son should be scaling out of the stock. i think that's important. i mean it. i think he should be selling the stock. let's go to ron in california. >> caller: jim, boo-yah from beautiful san clemente, california. my wife, adele, and i love you. we love the show. i want to say thank you so much for the tips on ross stores and harley davidson. i made money on both of them. >> i like that! >> caller: and i own a packaging company too. anyways, professor, i want to know your
if you think romney's going to win, you don't want to own the housing stocks. why do i say that? because bernanke has been the best supporter of housing stocks. if you want a more speculative housing play, i would go with polty or lennar. let's go to john in massachusetts, please. john? >> caller: hey, boo-yah, jim. how you doing from halifax, massachusetts. my question is about best buy. my son has a bunch of stock, he worked for the company. is there a buyout? where's it going? >>...